Core Viewpoint - The company, Lite Optoelectronics (688150.SH), is expanding its business into the high-end electronic materials sector through its subsidiary, Shaanxi Lite Quartz Materials Co., Ltd., focusing on the research, production, and sales of quartz fiber electronic cloth (Q cloth) [1] Group 1 - The new business initiative aligns with the company's strategy to become a "new materials platform enterprise" and is a significant step towards promoting high-quality development [1] - The establishment of this new business is expected to broaden the company's operations in the electronic materials field, effectively extending its business boundaries and expanding market coverage [1] - This move aims to cultivate new growth points for the company and continuously enhance its comprehensive competitiveness in the high-end electronic materials sector [1] Group 2 - The core team for the new business has been formed, and the company is currently in the stages of business planning and capacity construction [1] - The initiative is in line with the company's long-term development strategy and is beneficial for safeguarding the long-term interests of all shareholders [1]

Core Viewpoint - The company, Lite Optoelectronics (688150), is planning to expand into the high-end electronic materials sector through its subsidiary, Lite Quartz, focusing on the research, production, and sales of quartz fiber electronic cloth (referred to as "Q cloth") [1] Company Summary - Lite Quartz has completed the formation of its core team and is currently in the stages of business planning and capacity construction [1] - The Q cloth is identified as a third-generation high-end low-dielectric electronic cloth, with superior dielectric performance and heat resistance compared to traditional glass fiber cloth [1] Industry Summary - The development of Q cloth is positioned as a significant support for the advancement of the new generation of information technology industries, indicating a promising growth outlook for the industry [1]

Core Viewpoint - The company, Lite Optoelectronics, announced plans to expand into the high-end electronic materials sector through its subsidiary, Lite Quartz, focusing on the research, production, and sales of quartz fiber electronic cloth (referred to as "Q cloth") [1] Group 1: Business Development - Lite Quartz has completed the formation of its core team and is currently in the business planning and capacity construction phase [1] - Q cloth serves as a core substrate for high-frequency and high-speed copper-clad laminates (CCL), addressing issues related to signal transmission loss and delay [1] Group 2: Market Potential - The market for Q cloth is expected to have significant development potential due to its capabilities in enhancing high-frequency signal transmission [1]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券代码：688150 证券简称：莱特光电 公告编号：2025-058 陕西莱特光电材料股份有限公司 关于开展新业务的公告 根据《上海证券交易所科创板股票上市规则》《公司章程》《董事会议事规 则》等相关规定，本次计划开展的新业务已经公司总经理办公会审议通过，该事项 无需提交公司董事会、股东会审议。后续公司将结合市场需求、客户验证情况确定 量产投资规模和进度，并按照规定履行相应决策程序。 相关风险提示： 公司新业务的开展对核心技术人员的依赖程度较高，未来若不能有效保持核心 技术人员的激励机制并根据市场环境变化而不断完善，将会影响到核心技术人员积 极性、创造性的发挥，甚至造成核心技术人员的流失，会造成新业务不及预期的风 险。 新业务尚处于筹备阶段，预计本年度不会产生销售收入。在未来实际经营中， 可能面临经济环境、行业政策、市场需求变化、行业竞争加剧、经营管理、技术研 发等方面不确定因素的影响，存在新业务拓展不及预期的风险，上述业务对公司未 来业绩的影响具有不确定性。敬 ...

Core Viewpoint - The company aims to expand its business in the new materials sector by leveraging opportunities in the semiconductor new materials industry through its subsidiary, Lite Quartz [1] Group 1: Business Strategy - The company is committed to its development strategy as a "new materials platform enterprise" [1] - The new business will focus on high-end electronic materials, specifically the research, production, and sales of Q fabric [1] Group 2: Subsidiary Operations - Lite Quartz, the company's controlling subsidiary, will undertake the new business and will be included in the company's consolidated financial statements [1] - The daily operations of the new business will be directly managed by the company's chairman and general manager, Wang Yalong [1] Group 3: Management and Control - The actual control of the company will remain unchanged following the launch of the new business [1] - As of the announcement date, Lite Quartz has completed the formation of its core team and is in the stages of business planning and capacity construction [1]

Group 1 - The core viewpoint of the news is that Lite-On Optoelectronics has seen a significant stock price increase, rising 5.2% to 26.72 CNY per share, with a total market capitalization of 10.753 billion CNY and a cumulative increase of 19.42% over three days [1] - Lite-On Optoelectronics specializes in the research, production, and sales of OLED organic materials, with 94.48% of its main business revenue coming from OLED materials, 4.95% from panel cleaning solutions, and the remaining from other intermediates [1] - The stock has a trading volume of 448 million CNY and a turnover rate of 4.35% [1] Group 2 - The Guoshou Anbao New Blue Chip Mixed Fund (007074) holds 275,000 shares of Lite-On Optoelectronics, representing 5.02% of the fund's net value, making it the tenth largest holding [2] - The fund has generated a floating profit of approximately 363,000 CNY today and a total of 1.1357 million CNY during the three-day price increase [2] - The fund has achieved a year-to-date return of 54.89% and ranks 687 out of 8170 in its category [2] Group 3 - The fund manager of Guoshou Anbao New Blue Chip Mixed Fund is Li Bowen, who has been in the position for 3 years and 136 days, with the fund's total asset size at 395 million CNY [3] - During Li Bowen's tenure, the best fund return was 65.42%, while the worst return was 31.65% [3]

Core Viewpoint - The stock price of Lite-On Optoelectronics has increased by 5.2% on December 22, reaching 26.72 CNY per share, with a total market capitalization of 10.753 billion CNY, reflecting a cumulative increase of 19.42% over three consecutive days [1] Group 1: Company Overview - Lite-On Optoelectronics, established on February 21, 2010, is located in Xi'an High-tech Zone, Shaanxi Province, and was listed on March 18, 2022 [1] - The company's main business involves the research, production, and sales of OLED organic materials, with revenue composition as follows: OLED organic materials 94.48%, cleaning solutions for panels 4.95%, other 0.33%, and other intermediates 0.23% [1] Group 2: Fund Holdings - According to data, one fund under Huaxia Fund holds a significant position in Lite-On Optoelectronics, specifically Huaxia Quantitative Stock A (024804), which held 162,000 shares in the third quarter, accounting for 1.6% of the fund's net value, making it the seventh-largest holding [2] - The fund has reportedly gained approximately 213,800 CNY in floating profit today and 669,100 CNY during the three-day increase [2] Group 3: Fund Performance - Huaxia Quantitative Stock A (024804) was established on July 22, 2025, with a current scale of 130 million CNY and has achieved a return of 8.33% since inception [3] - The fund manager, Jin Anda, has a total asset scale of 516 million CNY, with the best return during the tenure being 39.82% and the worst being -0.66% [3]

Group 1 - The electronic chemicals sector increased by 0.25% compared to the previous trading day, with Lite-On Technology leading the gains [1] - The Shanghai Composite Index closed at 3890.45, up 0.36%, while the Shenzhen Component Index closed at 13140.22, up 0.66% [1] Group 2 - In terms of capital flow, the electronic chemicals sector experienced a net outflow of 413 million yuan from main funds, a net outflow of 125 million yuan from speculative funds, and a net inflow of 538 million yuan from retail investors [2]

Core Points - The Shanghai Composite Index closed at 3890.45 points, above the annual line, with a change of 0.36% [1] - The total trading volume of A-shares reached 1,748.742 billion yuan [1] - A total of 227 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates include: - Debi Group (德必集团) with a deviation rate of 11.48% and a price increase of 19.99% [1] - Lite-On Technology (莱特光电) with a deviation rate of 9.85% and a price increase of 12.54% [1] - Xinlong Health (信隆健康) with a deviation rate of 7.36% and a price increase of 10.06% [1] - Other stocks that have just crossed the annual line include: - New City (新城市) and Semir Apparel (森马服饰) with smaller deviation rates [1] Trading Data - The trading data for stocks that broke the annual line includes: - Debi Group: Latest price 22.51 yuan, annual line 20.19 yuan, turnover rate 21.46% [1] - Lite-On Technology: Latest price 25.40 yuan, annual line 23.12 yuan, turnover rate 6.79% [1] - Xinlong Health: Latest price 7.77 yuan, annual line 7.24 yuan, turnover rate 11.86% [1] - The overall trading environment shows a healthy turnover with significant activity in stocks surpassing the annual line [1]

Market Overview - The Shanghai Composite Index is at 3885.23 points, above the annual line, with a change of 0.23% [1] - The total trading volume of A-shares is 1,404.985 billion yuan [1] Stocks Breaking Annual Line - A total of 196 A-shares have surpassed the annual line today [1] - Notable stocks with significant deviation rates include: - Debi Group (11.48%) - Lite-On Optoelectronics (10.24%) - Xinlong Health (7.36%) [1] Stock Performance Details - Top performers with deviation rates: - Debi Group: 19.99% increase, latest price 22.51 yuan, deviation rate 11.48% [1] - Lite-On Optoelectronics: 12.94% increase, latest price 25.49 yuan, deviation rate 10.24% [1] - Xinlong Health: 10.06% increase, latest price 7.77 yuan, deviation rate 7.36% [1] - Other notable stocks with smaller deviation rates include: - GQY Vision: 13.54% increase, latest price 7.38 yuan, deviation rate 6.37% [1] - Phoenix Shipping: 6.29% increase, latest price 5.07 yuan, deviation rate 5.66% [1] Additional Stock Insights - Stocks with lower deviation rates that just crossed the annual line include: - Hanxin Technology: 7.99% increase, latest price 42.70 yuan, deviation rate 3.99% [1] - Jinjiang Online: 4.81% increase, latest price 15.92 yuan, deviation rate 3.89% [1] - The overall market shows a mix of strong performers and those just reaching the annual line, indicating varied investor sentiment [1][2]